Investment Executive (Financial Advisor) Triad - Greenpoint, High Point, Winston Salem, NC

Fifth Third Bancorp
United States
Full timeFunction: SalesSkills: ["Coaching","Teaching","Communication","Sales","Relationship building","Risk management","Delegation","Presentation"]

Lead the production of a team of licensed retail bankers by coaching, training, and developing them to sell Fifth Third securities products. Manage a complex client book, plan and run individual/group coaching and client meetings, and drive targeted securities fee income within your territory. Conduct solo and joint appointments, follow up to maintain relationships and referrals, and prepare internal reporting while maintaining risk and compliance responsibilities.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Investment Executive (Financial Advisor) Triad - Greenpoint, High Point, Winston Salem, NC

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Lead the production of a team of licensed retail bankers by coaching, training, and developing them to sell Fifth Third securities products. Manage a complex client book, plan and run individual/group coaching and client meetings, and drive targeted securities fee income within your territory. Conduct solo and joint appointments, follow up to maintain relationships and referrals, and prepare internal reporting while maintaining risk and compliance responsibilities.
Location: United States
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Achieve sales goals while serving clients' best interests.
  • •Plan and conduct individual and group coaching sessions for retail bank employees.
  • •Develop and conduct client meetings to review accounts and close sales individually and jointly with licensed bankers.
  • •Handle daily client needs, prioritize and delegate tasks, and complete post-appointment follow-up for referrals.
  • •Manage sales planning for self and team; maintain internal reporting and coordinate daily communication with the team to drive results.

Key Requirements

  • •Prior Brokerage Industry Experience.
  • •Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses; variable annuity license is required.
  • •Ability to motivate others in a team environment and transfer knowledge through coaching and teaching skills.
  • •Highly developed knowledge of the securities business, investment products, and financial solutions.
  • •Highly developed sales and presentation skills with demonstrated ability to simplify and communicate complex financial concepts.
Experience:BrokerageFinancial services
Skills:CoachingTeachingCommunicationSalesRelationship buildingRisk managementDelegationPresentation
Licenses:Series 7Series 66Series 63Series 65Variable Annuity

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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